We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

1,340 hedge funds and large institutions have $35.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 492 increasing their positions, 469 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 63

148% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $12.3M

10% more funds holding

Funds holding: 1,2161,340 (+124)

8% more funds holding in top 10

Funds holding in top 10: 199215 (+16)

7% more capital invested

Capital invested by funds: $32.8B → $35.2B (+$2.36B)

5% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 469

0.13% more ownership

Funds ownership: 77.56%77.69% (+0.13%)

Holders
1,340
Holders Change
+124
Holders Change %
+10.2%
% of All Funds
16.31%
Holding in Top 10
215
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+8.04%
% of All Funds
2.62%
New
209
Increased
492
Reduced
469
Closed
63
Calls
$30.4M
Puts
$12.3M
Net Calls
+$18.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
76
HighPoint Advisor Group
Illinois
$68.6M +$68.1M +642,750 New
SWM
77
SilverOak Wealth Management
Minnesota
$66.1M +$84.8K +800 +0.1%
RA
78
RFG Advisory
Alabama
$63.5M -$4.02M -37,904 -6%
NAS
79
Nicolet Advisory Services
Wisconsin
$63.4M -$101M -953,384 -62%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$63.1M +$12.5M +117,777 +25%
IWM
81
IHT Wealth Management
Illinois
$62.3M +$2.55M +24,056 +4%
CNBT
82
Canandaigua National Bank & Trust
New York
$61.8M +$229K +2,158 +0.4%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$59.4M -$379K -3,573 -0.6%
CF
84
Convergence Financial
Missouri
$57.9M +$122K +1,155 +0.2%
OC
85
Oarsman Capital
Wisconsin
$57.5M +$3.67M +34,644 +7%
MFG
86
Merit Financial Group
Georgia
$57.3M +$4.57M +43,107 +9%
CC
87
Courier Capital
New York
$55M +$1.58M +14,887 +3%
CIM
88
Confluence Investment Management
Missouri
$54.7M +$23.3M +219,542 +75%
LFPWM
89
Leicht Financial Planning & Wealth Management
New Jersey
$53.7M -$6.58M -62,058 -11%
PIA
90
Perennial Investment Advisors
California
$53.3M -$1.31M -12,394 -2%
CA
91
CGN Advisors
Kansas
$52.2M -$617K -5,819 -1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$51.7M +$10.4M +97,890 +25%
BCI
93
Brinker Capital Investments
Pennsylvania
$50.3M -$584K -5,508 -1%
RA
94
Rodgers & Associates
Pennsylvania
$49.9M -$949K -8,951 -2%
AAS
95
Ameritas Advisory Services
Nebraska
$47.3M +$34.8M +328,644 +287%
T
96
TrueFG
Texas
$47.3M -$608K -5,739 -1%
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
$46.4M +$1.87M +17,649 +4%
7WCP
98
71 West Capital Partners
Massachusetts
$45.7M +$45.4M +428,347 New
CFG
99
Citizens Financial Group
Rhode Island
$45.1M +$3.67M +34,611 +9%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$44.5M -$7.08M -66,761 -14%